Institutional Ownership
Morgan Stanley Pfd A 1/1000
CUSIP 61747S504PREFERRMS.F.PERP.+AQ1 2026
Institutional Holders
7
13F filers
Shares Held
436.5K
Aggregate institutional
Institutional Value
$7.83M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased3
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 233.0K | $4.41M | −3.9K | Reduced |
| 2 | Atlas Wealth LLC | 149.6K | $2.83M | −21.3K | Reduced |
| 3 | Ethos Financial Group, LLC | 27.8K | $535.0K | 0 | Held |
| 4 | Estabrook Capital Management | 1.4K | $25.6K | 0 | Held |
| 5 | Hurley Capital, LLC | 1.0K | $18.9K | 0 | Held |
| 6 | First Command Advisory Services, Inc. | 120 | $2.3K | +120 | New |
| 7 | Delta Capital Management LLC | 23.6K | $447 | −2.0K | Reduced |